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State Street Real Estate Select Sector SPDR ETF

592 hedge funds and large institutions have $2.95B invested in State Street Real Estate Select Sector SPDR ETF in 2023 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 207 increasing their positions, 226 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 58

1% more funds holding

Funds holding: 586592 (+6)

0.43% less ownership

Funds ownership: 64.24%63.81% (-0.43%)

2% less capital invested

Capital invested by funds: $3B → $2.95B (-$50M)

8% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 226

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

38% less call options, than puts

Call options by funds: $13.7M | Put options by funds: $21.9M

Holders
592
Holders Change
+6
Holders Change %
+1.02%
% of All Funds
9.3%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
72
Increased
207
Reduced
226
Closed
58
Calls
$13.7M
Puts
$21.9M
Net Calls
-$8.21M
Net Calls Change
+$7M
Name Holding Trade Value Shares
Change
Change in
Stake
PWLP
626
Prio Wealth Limited Partnership
Massachusetts
-$206K -5,500 Closed
BFA
627
Bragg Financial Advisors
North Carolina
-$205K -5,482 Closed
AWM
628
Accel Wealth Management
Iowa
-$124K -3,311 Closed
BA
629
Bristlecone Advisors
Washington
-$84.7K -2,265 Closed
FMII
630
Farmers & Merchants Investments Inc
Nebraska
-$76.6K -2,050 Closed
ONST
631
Old North State Trust
North Carolina
-$65K -1,739 Closed
FCA
632
Fortis Capital Advisors
Kansas
-$61.3K -1,640 Closed
SIA
633
SkyView Investment Advisors
New Jersey
-$56K -1,488 Closed
Deutsche Bank
634
Deutsche Bank
Germany
-$38.1K -1,020 Closed
HR
635
Howe & Rusling
New York
-$7.96K -213 Closed
ADL
636
Asset Dedication LLC
California
-$7K -198 Closed
MIFH
637
Migdal Insurance & Financial Holdings
Israel
-$7K -197 Closed
EWA
638
EverSource Wealth Advisors
Alabama
-$7.1K -190 Closed
JAWM
639
J. Arnold Wealth Management
Ohio
-$5.72K -153 Closed
FCAS
640
First Command Advisory Services
Texas
-$5.68K -152 Closed
WPWM
641
Western Pacific Wealth Management
Illinois
-$5.61K -150 Closed
AWM
642
Activest Wealth Management
Florida
-$4.66K -125 Closed
CB
643
CNB Bank
Pennsylvania
-$3.21K -86 Closed
M1FG
644
Mach-1 Financial Group
Arkansas
-$3.03M -81 Closed
WAG
645
Windsor Advisory Group
Ohio
-$2.58K -69 Closed
TAIM
646
TD Ameritrade Investment Management
Nebraska
-$2K -44 Closed
MFC
647
Mechanics Financial Corp
Ohio
-$1.42K -38 Closed
WWMSC
648
Wagner Wealth Management (South Carolina)
South Carolina
-$1.01K -27 Closed
C
649
Covestor
United Kingdom
-$701 -19 -76%
TCWA
650
Ten Capital Wealth Advisors
Washington
-$561 -15 Closed

XLRE Hedge Fund Activity: Q2 2023 in Review

592 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street Real Estate Select Sector SPDR ETF (XLRE) for Q2 2023, worth a combined $2.95B — down 1.7% from $3B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new XLRE positions and 58 closed out — a net gain of 14 holders — while 207 added to existing stakes and 226 trimmed.

The largest buyer was Creative Planning, adding an estimated $170M. The largest seller was Bank of America, cutting an estimated $213M.

  • 592 institutional investors held State Street Real Estate Select Sector SPDR ETF (XLRE) as of Q2 2023, up from 586 in Q1 2023.
  • Funds reported $2.95B of State Street Real Estate Select Sector SPDR ETF stock for Q2 2023, down 1.7% quarter-over-quarter.
  • 72 funds opened new State Street Real Estate Select Sector SPDR ETF positions in Q2 2023 and 58 closed out, a net change of +14 holders.
  • The largest State Street Real Estate Select Sector SPDR ETF buyer in Q2 2023 was Creative Planning, an estimated $170M added.
  • The largest State Street Real Estate Select Sector SPDR ETF seller in Q2 2023 was Bank of America, an estimated $213M sold.

Based on aggregated 13F filings for Q2 2023.